Personal Finance Advisor

The work mode arrangement for the position is full-time on site. As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...

Join to apply for the Personal Finance Advisor role at Desjardins 1 day ago Be among the first 25 applicants Responsibilities As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and...

Overview As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...

A leading financial cooperative is looking for a Personal Finance Advisor in Laurier-Station, Quebec. This full-time role involves developing client relationships and providing tailored financial advice. Ideal candidates will hold a relevant bachelor's degree and have at least one year of experience. Knowledge of French is required. The role offers a...

A leading financial services company in Mont-Saint-Hilaire, Canada, is seeking a Personal Finance Advisor. This role involves developing relationships with clients and advising them on financial strategies. Candidates must have at least a Bachelor's degree, relevant experience, and a mutual fund representative certificate. Knowledge of French and...

A financial services organization located in La Mitis, Mont-Joli, is seeking a personal finance advisor responsible for developing and maintaining relationships with clients. You'll advise clients on financial strategies and assess satisfaction levels. Ideal candidates should have at least one year of relevant experience and a Bachelor's degree in a related...

Join to apply for the Advisor, Investment and Financing role at Desjardins Several opportunities are currently available in the Laurentides region. Requirements Attend to members’ investment and financing needs while ensuring quality service Develop strategies and offer investment, financing, and insurance products Manage business relationships, assess...

🌟 Several opportunities are currently available in the Mauricie region. Required As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer...

**Primary Locations**:Mont-Tremblant, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: As a Banking Advisor at the National Bank in Mont-Tremblant, you'll live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and...

A leading financial cooperative in Notre-Dame-du-Mont-Carmel is looking for an investment and financing advisor. The role involves understanding members' financial needs to provide tailored solutions while ensuring exceptional customer service. Responsibilities include developing strategies for financial products and managing client relationships. The...